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About the Role

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment, dedicated to making a positive impact in the lives of its clients by fostering relationships that help people achieve meaningful financial wellness.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Ensure consistent communication and progress tracking with clients.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Offer clear recommendations and guidance to clients.
• Discuss financial products and services tailored to clients' unique situations.

Requirements

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Skills

• Networking
• Portfolio management
• Client relationship management
• Financial strategy development
• Communication
• Interpersonal skills
• Self-confidence
• Entrepreneurial mindset

Location

• In-office presence required

Work Type

• Full-time
• In-office

Experience Level

• Entry-level
• Early Career

Education Level

• Bachelor's degree or equivalent experience

Salary/Compensations

• $35,500 annually (stable pay during first 24 months)
• $250-$1,000 sign-on payment eligibility
• Commissions and bonus eligible

Benefits

• Health, dental, and vision insurance
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• Disability insurance
• Life insurance
• Transportation Reimbursement Incentive Program (TRIP)

About the Company

• Equitable Advisors is dedicated to making a positive impact in the lives of its clients.
• Network of over 4,300 financial professionals across the U.S.
• Serves 2.4 million clients nationwide.
• Committed to making a difference in the lives of its people and their communities.
• Values diversity and inclusivity.
• Offers wellness programs and employee resource groups.
• Commitment to being a Force for Good.
• Equitable Advisors is committed to social impact and community engagement.

Equal Opportunity

• Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.